Business Retirement Plans

As a PNWFCU member, you can receive complimentary financial consultations with our CFS* Financial Advisor, Ron Barnette, CFP^®, CRPC^®. Ron can help you with your individual retirement needs, including setting up an IRA or SEP IRA, or he can help you put together a comprehensive retirement program for your employees.

There are many benefits to using a CFS* Financial Advisor for your business retirement program:

Receive help with due diligence selecting a plan provider
Reduce administrative duties
Increase employee participation
Offer comprehensive employee education
Receive regular plan reviews

Speak to our CFS* Financial Advisor

Schedule an appointment with our CFS* Financial Advisor at any branch:

Monday – Phone/Video Conference, or Branch by Appointment
Tuesday – Ross
Wednesday – Erin Way
Thursday – Phone/Video Conference, or Branch by Appointment
Friday – Hood River

Ron Barnette, CFP®, CRPC®

CFS* Financial Advisor

503.258.2658 | Toll Free 800.444.5858 x 2658
[email protected]

You can access useful tools and resources on our CFS wealth management website. Take advantage of the informative videos, retirement planning calculators, articles and more.

Visit Our CFS Wealth Management Site

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

Pacific NW Federal Credit Union